Cynical Geezer Take: It is very consumer-centric. Brand A's management is loudly signaling that Things Have Changed, at what was a familiar & perhaps favored company. So I need to be alert for price hikes, product shrinks, quality & service downgrades, etc., etc. Or, if there is a Brand B that I like almost as well - then this is probably a great time to switch to it. Unless Brand A's product was extremely fungible & competitive (say, gasoline), then switching to B before A's sh*t hits the fan will involve a lot less time & grief than sticking around after A has served notice.